SERVICE 03 — BUSINESS AUTOMATION

Stop doing by hand what software can do nightly.

We replace the spreadsheet-and-email layer of your business with workflows that just run — saving the average client 80–250 hours a month within the first quarter.

Built for the teams who can't wait for results.

This engagement is for operators who already know they have a problem worth solving — and want a senior team to ship the fix in weeks.

  • Ops leaders drowning in copy-paste between Salesforce, Sheets, Slack and email.
  • Founders watching expensive hires spend 30% of their week on coordination.
  • Finance and HR teams pushing manual reports that should be self-serve.

Deliverables

  • 5–15 production workflows, live and documented.
  • Internal tooling for ops where SaaS doesn't fit.
  • Monitoring and failure alerts (Slack/email).
  • A maintained runbook your team can edit.
  • Time-saved tracking dashboard.

A focused engagement.

Six things we ship inside this track. Some clients use a subset; most use all.

01

Workflow audit

We map the top 30 manual workflows by hours-saved-per-month. The list is usually shorter than you think.

02

Integration layer

We connect your tools (CRM, finance, support, ops) with Zapier, Make, n8n, or custom code where appropriate.

03

Internal tools

Where no SaaS exists, we build it. Retool, Internal, or a custom Next.js admin app.

04

Document & report automation

Quote-to-PDF, contract generation, recurring reports, e-sign flows. Out of inboxes, into systems.

05

Notifications & alerts

The right person gets the right message at the right time — Slack, SMS, email, dashboards.

06

Maintenance plan

A documented runbook, alerts, and a quarterly review so the system doesn't rot.

How a typical engagement runs.

Async-first. Senior-only. Weekly demos.

01

Map

Two-day workshop with your ops team. Every manual workflow surfaced and ranked.

02

Pick

We agree the top five workflows for sprint one. Fixed scope, fixed price.

03

Build

2–4 weeks. Each automation goes live as it's done — you start saving hours from week one.

04

Hand-off

Documentation, alerts and training. Optional retainer for monthly tuning.

Numbers our clients care about.

240hrs
Avg. monthly hours saved
4wks
Time to live
$72k
Avg. annual savings
0
FTEs replaced — we make people faster, not redundant

Pair it with another track.

Most clients combine two or three of these. We'll recommend the right combination on the first call.

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AI Integration

When automations need decisions, not just rules — that's AI's job.

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customer·
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Customer Tracking System

Often paired — automation feeds the tracking layer.

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data·
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Data Analytics

If your manual work is mostly reporting, start here.

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Common questions.

Five things people ask before signing.

We're not on Salesforce / HubSpot — can you still help?+

Yes. We work with whatever you have: Pipedrive, Airtable, Notion, custom databases. We've yet to find a stack we couldn't connect.

Do you replace people?+

No. Our automations free the people you already have to do the work that actually grows the business. None of our clients have laid off staff because of us.

How long until it pays back?+

For most clients, the build pays for itself within 90 days from labour savings alone.

What about data security?+

Workflows run inside your accounts (Google Workspace, AWS, Azure). We don't build a parallel data store unless asked.

Will it break?+

Software changes — APIs deprecate. We bundle 30 days of post-launch support and offer monthly retainers from $1.5k for ongoing maintenance.

Ready to ship?

Tell us what you're trying to do. We'll send a proposal within two business days.